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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
MCM
4501
Makena Capital Management
California
$180M +$9.6M +6% 16.9% 78.7% 75 50.67%
CAM
4502
Concorde Asset Management
Michigan
$180M +$4.74M +3% 20.8% 206 40.29%
RA
4503
Riverstone Advisors
Texas
$180M +$29.6M +20% 16.1% 104% 41 12.2%
CFO
4504
Collective Family Office
Pennsylvania
$180M 11.7% 50.1% 151
VST
4505
Van Strum & Towne
California
$180M +$25.8M +17% 16.3% 62.2% 103 28.16%
WTFG
4506
Wells Trecaso Financial Group
Ohio
$180M +$23M +15% 14.3% 108% 84 19.05%
FSG
4507
Financial Strategies Group
Michigan
$179M +$30.9M +21% 11.2% 44.9% 68 14.71%
HIM
4508
Harbour Investment Management
Washington
$179M +$17.7M +11% 10.1% 58.8% 75 6.67%
MFS
4509
Madrona Financial Services
Washington
$179M +$19.8M +12% 11.8% 75.4% 57 19.3%
HCM
4510
Highlander Capital Management
New Jersey
$179M +$14M +8% 12.9% 34.4% 658 7.29%
AMC
4511
Asset Management Corp
Illinois
$179M +$14.2M +9% 14.5% 57.1% 193 31.61%
PC
4512
Phoenician Capital
New York
$179M +$60.5M +51% 13.1% 41.1% 18 22.22%
BE
4513
Bonness Enterprises
District of Columbia
$179M +$8.64M +5% 9.13% 94.6% 42 7.14%
SWP
4514
ShoreHaven Wealth Partners
New Jersey
$179M 8.41% 63.8% 257
RA
4515
Resolute Advisors
California
$179M 23% 36.7% 144
SIC
4516
Shoker Investment Counsel
Ohio
$178M +$25.9M +17% 15.5% 83.8% 93 9.68%
RCM
4517
Robinson Capital Management
Michigan
$178M +$3.91M +2% 5.93% 7.8% 105 39.05%
TWM
4518
TMD Wealth Management
Arizona
$178M 8.56% 2.41% 37
FFVM
4519
Founders Fund VII Management
California
$178M 21.5% 64.7% 2
FWP
4520
Falcon Wealth Planning
California
$178M 15.9% 52.7% 51
BM
4521
Bislett Management
California
$178M +$17.3M +11% 24.5% 19.8% 17 5.88%
RHAM
4522
Round Hill Asset Management
California
$178M +$13.2M +8% 6.89% 43.2% 61 6.56%
SC
4523
Stolper & Co
Oklahoma
$178M +$23.6M +15% 15% 70.5% 91 8.79%
SPI
4524
Santori & Peters Inc
Pennsylvania
$178M +$27.1M +18% 14.1% 88% 88 23.86%
DR
4525
Davis Rea
Ontario, Canada
$178M +$28.9M +19% 14.4% 45.7% 59 10.17%